Right on the money, every time.
Tailored strategies to reduce your tax bill, presented and effectuated — for businesses, individuals, trusts, and estates.
Three ways we help
Accounting & Bookkeeping
Helping you record and understand the economics of your business. We handle QuickBooks consulting, training, and setup, plus ongoing monthly bookkeeping — so your numbers are accurate, current, and ready whenever you need them, without you having to become a bookkeeper yourself.
Tax Preparation & Planning
Tailored strategies to reduce your tax bill, presented and effectuated — for S Corps, partnerships, C Corps, sole proprietors, and LLCs, as well as individuals, trusts, and estates. From stock compensation to self-employment to real estate, we plan ahead instead of scrambling every April.
Business Advisory Services
Guidance to help keep your business on the right path. We work through entity selection, cash management, and process improvements together, so decisions about structure and operations are made with your actual numbers in mind — not guesswork or generic advice.
What's covered under each service
Accounting & Bookkeeping
- QuickBooks Consulting
- QuickBooks Training
- QuickBooks Set Up
- Monthly Bookkeeping
Tax Preparation & Planning
- Businesses — S Corps, Partnerships, C Corps, Sole Proprietors, LLCs
- Individuals — stock comp, crypto, real estate, Social Security, self-employment, IRS representation
- Trusts & Estates — complex, simple, and grantor trusts
Business Advisory
- Entity selection & formation
- Cash management
- Process diagrams & improvements
- Inventory management
Deep knowledge of your industry, not just your bracket
Construction
Building from the ground up? We'll make sure your books and your tax strategy are just as solid as your foundation.
High Net Worth
Retirement ready? We'll craft a holistic plan that maximizes tax efficiency across your full portfolio, not just this year's return.
Agriculture
Got milk? We know coops, crop production, feedlots, dairies, and cow-calf operations — and the tax strategies built for them.
Industries & business types
Click any of these to see the kinds of tax strategies we typically bring to that business type.
Shops carry real equipment — lifts, diagnostic tools, tire machines. Bonus depreciation and Section 179 let you write off that equipment fast instead of over years, timed to manage your tax bill.
If you're running the shop solo, a Solo 401(k) can shelter up to roughly $70,000 a year, with a Roth option that lets you pull your contributions back out anytime, tax-free.
If you or your spouse spend enough time in real estate to qualify for real estate professional status, rental losses that would otherwise be suspended can offset your other income immediately — instead of piling up unused.
We also look at accrual vs. cash timing and the right retirement structure (Roth vs. traditional) to match how your income actually flows.
Real estate professional status applies here too — anyone in construction, development, or a real property trade or business can use it to put rental losses to work right away instead of having them locked up.
Bonus depreciation on equipment and improvements, plus the right choice between cash and accrual accounting for long-build projects, both matter more than most developers realize.
For a one-person operation, the Solo 401(k) is one of the most powerful tools available — up to roughly $70,000 a year sheltered, traditional or Roth.
The Roth version lets you withdraw your original contributions anytime tax-free, and after 5 years and retirement age, the earnings come out tax-free too.
Whether you're solo or running a small firm, retirement plan design does a lot of work here — a Solo 401(k) if it's just you, or a broader plan once you have staff.
We also look at bonus depreciation on office buildout and equipment, and whether accrual or cash accounting fits your billing cycle better.
Equipment-heavy practices benefit from bonus depreciation on chairs, imaging equipment, and buildout — write it off on the timeline that helps your tax bill most, not just when you bought it.
Retirement plan design matters too, especially once you have staff to account for alongside your own Roth vs. traditional decision.
Bonus depreciation on equipment, the right call between cash and accrual accounting, and a retirement plan built around how the business actually earns — traditional to save now, or Roth for flexibility later.
The right mix depends on how the business is structured and how income shows up through the year.
Inventory-heavy retail is exactly where the cash-vs-accrual accounting decision matters most — it affects when income and cost of goods actually hit your return.
Bonus depreciation on fixtures and equipment, plus the right retirement plan for the owner, round out the usual playbook.